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26 stories for“AI hardware”

The IMF and UNCTAD describe a widening split: economies tied to chips and AI infrastructure are gaining momentum while many energy importers absorb the war shock.

Aug 2, 2026

Business

The Chip Market's August Update Will Test a $1.5 Trillion Forecast

WSTS is due to publish its second-quarter forecast update on August 3 after raising the 2026 semiconductor outlook. AI demand is strong, but concentration is the central risk.

Aug 2, 2026

Business

World Trade Is Breaking Records, but Prices Are Doing Too Much of the Work

Goods and services trade added about $2 trillion in the first half of 2026. Much of the rise reflects higher prices, leaving a more uneven volume story underneath.

Aug 2, 2026

Business

Petrol Drove a Third of August's Inflation, Core Ran Hot, and the Market Now Treats Wednesday's Rate Rise as Done

Prices rose 0.4 per cent in August and 3.4 per cent over the year. Petrol is up 27 per cent, airfares 23. Core came in a tenth hotter than forecast, and futures moved from a coin toss to nine in ten for a quarter-point rise on 16 September. Stocks rose anyway.

Sep 12, 2026

Results

AI-Hardware Exporters Are Living in a Different 2026 Economy

The Chip Market's August Update Will Test a $1.5 Trillion Forecast

World Trade Is Breaking Records, but Prices Are Doing Too Much of the Work

Petrol Drove a Third of August's Inflation, Core Ran Hot, and the Market Now Treats Wednesday's Rate Rise as Done

Results

AI-Hardware Exporters Are Living in a Different 2026 Economy

The Chip Market's August Update Will Test a $1.5 Trillion Forecast

World Trade Is Breaking Records, but Prices Are Doing Too Much of the Work

Petrol Drove a Third of August's Inflation, Core Ran Hot, and the Market Now Treats Wednesday's Rate Rise as Done